Counterpoint Macro Snapshot, January 2025

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Jan 14, 2025
The Counterpoint Macro Snapshot for January 2025 provides an in-depth analysis of recent global economic and political developments. Key highlights in this month include the impact of President Trump's economic policies, such as potential tariffs and tax cuts, which could disrupt global trade and increase inflation. The report also covers the political turmoil in South Korea following the declaration and swift reversal of martial law, leading to economic instability and a decline in investor confidence. Additionally, China's shift towards boosting domestic consumption and technological innovation in response to US trade restrictions is discussed, along with an investigation into NVIDIA's anti-monopoly practices. The document concludes with insights into the potential implications of Trump's appointments to the FCC and FTC on Big Tech and regulatory policies.

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Category

Industry

Macro & Geopolitics

Report Type

Report

Time period

Monthly

Summary

Published

Jan 14, 2025

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Author

Archie Zhang

Archie Zhang is a Beijing-based research analyst specializing in the smartphone market.
Formerly an award-winning Financial Times journalist covering China’s tech sector, Archie brings a unique blend of industry insight and storytelling expertise to market analysis.

Kyunghwan Shin

Kyung Hwan is a Analyst at Counterpoint Technology Market Research. He currently works in smartphone market and TWS devices. He is focusing on smartphone market forecast, especially on price band.

Yang Wang

Yang is a Senior Research Analyst at Counterpoint Research, based out of London. Yang has 10 years of work experience with particular interest in mobile devices, ecosystems, Emerging Markets, supply chain and macro topics that affect the global technology industry. As a tech analyst he has been quoted extensively by leading financial and media outlets. Yang started his career as a management trainee at Jardine Matheson, worked in business development at a SaaS startup, and most recently held marketing and research roles at KaiOS Technologies. Yang holds a Master of Science in Management from London Business School, and a Master of Science in Psychology from the University College of London.